How to use the Pipedrive-Mailchimp integration

The most common frustration that people have when using both Pipedrive and Mailchimp? It’s not automatic and only syncs one-way.

While Pipedrive’s native Mailchimp integration does make it easy for you to add Pipedrive contacts to Mailchimp, it involves manual work and the data about opens and clicks does not loop back to Pipedrive. It’s ‘stuck’ in Mailchimp.

One of the things Outfunnel allows you to do is to “complete the loop” and make sure that your Pipedrive account is automatically updated when Mailchimp is (and vice versa).

Get your Pipedrive and Mailchimp synced seamlessly with Outfunnel:

How to automate syncing data from Pipedrive to Mailchimp:

1. Once you’ve signed up to an Outfunnel account and connected Pipedrive and Mailchimp as per on-screen instructions, go to Outfunnel > Automations and click on New automation.

2. Choose whether to sync all Pipedrive contacts or only contacts you’ve defined with a filter. Your Pipedrive filters will be visible if you click on the arrow down. As you are syncing contacts, not Deals, then only Pipedrive People filters are visible in Outfunnel.

3. Next, choose which Mailchimp Audience you’d like the contacts to be synced to. You can sync different Pipedrive filters to different Mailchimp Audiences (eg. separate email lists for different regions or pipeline stages) or you can sync multiple Pipedrive filters to the same Mailchimp Audience (eg. a filter with open Deals for each sales rep, all synced to one big newsletter Audience)

4. Finally, select which fields or custom fields you’d like to sync to Mailchimp. You can choose up to 30 fields from all your Person and Organization fields and custom fields.

How to automate syncing data from Mailchimp to Pipedrive

1. In the Outfunnel > Automations page, scroll down to Mailchimp to Pipedrive automations and click on New automation.

2. Choose whether you’d like to sync activity from all Mailchimp Audiences or a specific Mailchimp Audience only.

3. Finally, define how you’d like email activities like opens, clicks, bounces or unsubscribes recorded in Pipedrive – or simply use our default settings (which we’ve described below).

You can change these settings at any time by clicking on the name of the automation, the three dots just right of the “Sync now” button and making the changes.

That’s it! You’re ready to start sending email campaigns from Mailchimp and seeing activity reflected in Pipedrive.

Tips, observations, and useful definitions:

Finally, here’s a video that Pipedrive consultant Paul Minors has produced about Outfunnel.


Want to learn how to get more of Outfunnel? Check out this post which describes the eight powerful automations you get with Outfunnel.

Written by Andrus Purde